BT Panorama

Help your clients’ invest their super with access to a broad range of investments – BT CMA, term deposits, managed portfolios, managed funds and listed securities. Plus smart SMSF features to help you manage your clients’ portfolios more efficiently – such as accountant access, comprehensive online reporting and the ability to connect to accounting software for a whole of fund view.

Benefits:

• One place – one place for advisers and accountants to collaborate, seamlessly.  For SMSF professionals to work independently and collaboratively.
• Your way – an adaptable SMSF solution, built to support your chosen business model and the way you work.
• Efficient – connecting you simply and efficiently with integration into Class. This provides accountants, advisers and their clients with the same up-to-date member and SMSF information.